Gather meaningful and valuable data by creating an automatic alert to help with your Expense Management.

Want to know if your expenses budget is in danger of being exceeded? Set a customised alert to check the total amount spent when a new expense is recorded.

Create an Expenses Alert

1. Go to Organisation; select Automatic Alerts; click on Create an Alert. Select Expenses to set the available metric.

2. Now set the conditions that will trigger the alert by choosing the total amount spent and timeframe this should be within.

3. Choose how to monitor this alert: either on the whole company, a department or a specific user.

4. Click Add Participant and the alert will be triggered when the conditions are met by anyone in this list.

5. Choose who should be notified when the alert is set.

6. Alerts will be monitored continuously by default, but you also have the option to run this alert once then deactivate. If this option is selected, you can reactivate it at any time.

7. Select submit. A confirmation message will appear and the new alert details will be displayed.

8. See all the alerts you’ve set by going to the Organisation tab, and selecting Automatic Alerts.